D.B. Root & Company, LLC Schwab Strategic Tr Us Large C Transaction History
D.B. Root & Company, LLC
- $304 Million
- Q4 2024
A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, D.B. Root & Company, LLC holds 231,594 shares of SCHG stock, worth $6.32 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
231,594
Previous 54,299
326.52%
Holding current value
$6.32 Million
Previous $5.66 Million
14.11%
% of portfolio
2.12%
Previous 1.91%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio